Samsung draws advanced chipmaking interest as TSMC capacity tightens

Industry
โดย Nikkei Asia·Read original
Summary · why it matters

Samsung Electronics is attracting growing interest from prospective customers seeking advanced semiconductor manufacturing capacity as demand for leading-edge chips continues to outstrip available supply at rival foundry operator Taiwan Semiconductor Manufacturing Company. According to a report by Nikkei Asia, companies including BYD, Advanced Micro Devices and Google are exploring the possibility of using Samsung's foundry business for future chip production. The discussions are said to include advanced driver assistance system processors for BYD, certain AMD central processing units planned for release from 2028 onwards, and Google's Axion processors as well as input and output dies used in its tensor processing units. Nikkei also reported that a number of smaller Chinese semiconductor customers are approaching Samsung to manufacture advanced chips, reflecting increasing demand for access to cutting-edge production technologies. The reported interest appears to be driven primarily by capacity constraints at TSMC rather than a fundamental shift in customer perceptions of Samsung's manufacturing capabilities.

Impact on stocks 5

Semiconductors± Mixed · 3 stocks
Artificial Intelligence▲ · 1 stocks
Alphabet Inc Class C
GOOG
▲ PositiveDemandrelevance

Google is considering Samsung for Axion processors and TPU dies, expanding foundry options.

Others▲ · 1 stocks
BYD Co Ltd Class A
002594
▲ PositiveDemandrelevance

BYD is exploring Samsung for advanced driver assistance system processors.

Theme Impact 2

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